Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q1 2024
Institutional positions in Wells Fargo & Company as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,205
- +81 vs. Q4 2023
- Shares held
- 2.67B
- −33.8M (−1.2%) vs. Q4 2023
- Total value
- $154.8B
- +$21.6B (+16.2%) vs. Q4 2023
- New holders
- 211
- 719 more added
- Sold out
- 130
- 972 more reduced
30 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 6,027 | $349.3K | 0.02% | +1,455+31.8% | Added |
| Candriam Luxembourg S.C.A. | 6,032 | $349.6K | 0.00% | −144−2.3% | Reduced |
| SeaBridge Investment Advisors LLC | 6,045 | $350.4K | 0.09% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 6,046 | $350.4K | 0.05% | 00.0% | Unchanged |
| E&G Advisors, LP | 6,062 | $351.4K | 0.11% | −591−8.9% | Reduced |
| Means Investment Co., Inc. | 6,063 | $351.4K | 0.05% | +18+0.3% | Added |
| Allen Capital Group, LLC | 6,067 | $351.6K | 0.05% | +756+14.2% | Added |
| Wealthstream Advisors, Inc. | 6,100 | $353.6K | 0.13% | +102+1.7% | Added |
| Cutler Group LP | 6,114 | $354.0K | 0.18% | −5,944−49.3% | Reduced |
| Nations Financial Group Inc, | 6,114 | $354.4K | 0.03% | +228+3.9% | Added |
| Family Firm, Inc. | 6,146 | $356.2K | 0.09% | +481+8.5% | Added |
| Burton Enright Welch | 6,151 | $356.5K | 0.09% | +6,151 | New |
| Sunflower Bank, N.A. | 6,161 | $357.1K | 0.08% | −46−0.7% | Reduced |
| Atlas Brown,Inc. | 6,178 | $358.1K | 0.13% | +232+3.9% | Added |
| Patten & Patten Inc | 6,189 | $358.7K | 0.03% | +500+8.8% | Added |
| Epiq Partners, LLC | 6,190 | $358.8K | 0.24% | −460−6.9% | Reduced |
| CoreFirst Bank & Trust | 6,195 | $359.1K | 0.22% | −90−1.4% | Reduced |
| Seven Mile Advisory | 6,200 | $359.4K | 0.27% | +330+5.6% | Added |
| MQS Management LLC | 6,200 | $359.4K | 0.21% | +6,200 | New |
| Heritage Investment Group, Inc. | 6,205 | $360.0K | 0.07% | −369−5.6% | Reduced |
| Legacy Bridge, LLC | 6,229 | $361.0K | 0.21% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,242 | $361.8K | 0.28% | −87,245−93.3% | Reduced |
| Core Alternative Capital | 6,247 | $362.1K | 0.06% | −795−11.3% | Reduced |
| Successful Portfolios LLC | 6,264 | $363.1K | 0.25% | −954−13.2% | Reduced |
| Allegheny Financial Group LTD | 6,265 | $363.1K | 0.11% | +593+10.5% | Added |
| Arrow Financial Corp | 6,273 | $363.6K | 0.04% | −61−1.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,551 | $364.1K | 0.14% | +448+7.3% | Added |
| First Financial Corp | 6,286 | $364.3K | 0.18% | +1,691+36.8% | Added |
| AXS Investments LLC | 6,341 | $367.5K | 0.09% | +412+6.9% | Added |
| Transform Wealth, LLC | 6,362 | $368.7K | 0.04% | +1,902+42.6% | Added |
| CMG Global Holdings, LLC | 6,365 | $368.9K | 0.25% | +20.0% | Added |
| CKW Financial Group | 6,400 | $369.0K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 6,375 | $369.0K | 0.16% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 6,382 | $369.9K | 0.07% | +1,022+19.1% | Added |
| GW&K Investment Management, LLC | 6,382 | $370.0K | 0.00% | −311,489−98.0% | Reduced |
| Sound Income Strategies, LLC | 6,385 | $370.1K | 0.03% | −543−7.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,390 | $370.4K | 0.20% | +1,278+25.0% | Added |
| Resonant Capital Advisors, LLC | 6,391 | $370.4K | 0.03% | +2,268+55.0% | Added |
| Capital Square, LLC | 6,398 | $370.8K | 0.26% | +1,398+28.0% | Added |
| Charles Schwab Trust Co | 6,400 | $370.9K | 0.04% | +6,400 | New |
| Visionary Wealth Advisors | 6,414 | $371.8K | 0.03% | −790−11.0% | Reduced |
| Imprint Wealth LLC | 6,460 | $372.1K | 0.09% | +1,509+30.5% | Added |
| Cascade Financial Partners, LLC | 6,663 | $376.3K | 0.05% | +6,663 | New |
| Canopy Partners, LLC | 6,502 | $376.9K | 0.18% | +1,621+33.2% | Added |
| Fruth Investment Management | 6,518 | $377.0K | 0.10% | +200+3.2% | Added |
| AA Financial Advisors, LLC | 6,520 | $377.9K | 0.15% | +6,520 | New |
| Smith, Moore & Co. | 6,527 | $378.3K | 0.04% | −300−4.4% | Reduced |
| Front Row Advisors LLC | 6,529 | $378.4K | 0.14% | +436+7.2% | Added |
| Waddell & Associates, LLC | 6,544 | $379.3K | 0.05% | −1,190−15.4% | Reduced |
| Stiles Financial Services Inc | 6,553 | $379.8K | 0.15% | +92+1.4% | Added |
| BNC Wealth Management, LLC | 6,557 | $380.1K | 0.16% | −49−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 6,571 | $380.9K | 0.18% | −175−2.6% | Reduced |
| New Vernon Capital Holdings II LLC | 6,584 | $381.6K | 0.20% | +6,584 | New |
| Wayfinding Financial, LLC | 6,239 | $382.0K | 0.22% | −587−8.6% | Reduced |
| Vicus Capital | 6,591 | $382.0K | 0.03% | +471+7.7% | Added |
| Transamerica Financial Advisors, Inc. | 6,604 | $383.0K | 0.04% | −341−4.9% | Reduced |
| Red Door Wealth Management, LLC | 6,635 | $384.6K | 0.07% | −800−10.8% | Reduced |
| Sweet Financial Partners, LLC | 6,649 | $385.4K | 0.09% | −3,146−32.1% | Reduced |
| Lincoln Capital LLC | 6,665 | $386.3K | 0.09% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 6,671 | $386.7K | 0.06% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,673 | $386.8K | 0.08% | −60−0.9% | Reduced |
| Keel Point, LLC | 6,678 | $387.1K | 0.04% | −1,703−20.3% | Reduced |
| Baldwin Brothers Inc | 6,700 | $388.3K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,718 | $389.4K | 0.02% | −638−8.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,722 | $389.6K | 0.04% | −66−1.0% | Reduced |
| Wagner Wealth Management, LLC | 6,730 | $390.1K | 0.12% | −547−7.5% | Reduced |
| WealthShield Partners, LLC | 6,740 | $390.7K | 0.06% | −3,171−32.0% | Reduced |
| Drexel Morgan & Co. | 6,747 | $391.1K | 0.08% | 00.0% | Unchanged |
| ERn Financial, LLC | 6,750 | $391.3K | 0.07% | −194−2.8% | Reduced |
| LBMC Investment Advisors, LLC | 6,797 | $394.0K | 0.03% | +241+3.7% | Added |
| Stevens Capital Management LP | 6,795 | $394.0K | 0.08% | +6,795 | New |
| Summit Asset Management, LLC | 6,800 | $394.1K | 0.08% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 6,811 | $394.8K | 0.20% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 6,811 | $395.0K | 0.23% | −10.0% | Reduced |
| Ausdal Financial Partners, Inc. | 6,825 | $395.6K | 0.05% | −99−1.4% | Reduced |
| Angeles Wealth Management, LLC | 6,843 | $396.6K | 0.04% | +2,309+50.9% | Added |
| Cambridge Advisors Inc. | 6,862 | $397.7K | 0.09% | +680+11.0% | Added |
| Field & Main Bank | 6,882 | $398.8K | 0.15% | +137+2.0% | Added |
| Ssi Investment Management LLC | 6,886 | $399.1K | 0.03% | −31−0.4% | Reduced |
| John W. Brooker & Co., CPAs | 6,904 | $400.2K | 0.21% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 6,913 | $400.7K | 0.04% | +33+0.5% | Added |
| Richard W. Paul & Associates, LLC | 6,918 | $401.0K | 0.16% | −224−3.1% | Reduced |
| Gratus Capital LLC | 6,922 | $401.2K | 0.02% | +218+3.3% | Added |
| CM Wealth Advisors LLC | 6,662 | $401.5K | 0.11% | +6,662 | New |
| Sierra Summit Advisors LLC | 6,934 | $401.9K | 0.11% | −5,200−42.9% | Reduced |
| UMA Financial Services, Inc. | 7,156 | $403.7K | 0.08% | +413+6.1% | Added |
| Schulhoff & Co Inc | 6,972 | $404.1K | 0.18% | −298−4.1% | Reduced |
| Founders Financial Alliance, LLC | 6,972 | $404.1K | 0.12% | −218−3.0% | Reduced |
| Westhampton Capital, LLC | 6,990 | $405.1K | 0.22% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 6,998 | $405.6K | 0.07% | +1,020+17.1% | Added |
| Kearns & Associates LLC | 7,000 | $405.7K | 0.31% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 7,063 | $409.3K | 0.04% | −64−0.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 7,094 | $410.4K | 0.19% | +19+0.3% | Added |
| BancorpSouth Bank | 7,083 | $410.5K | 0.03% | −98−1.4% | Reduced |
| Fortem Financial Group, LLC | 7,087 | $410.8K | 0.18% | +707+11.1% | Added |
| Nichols & Pratt Advisers LLP | 7,100 | $411.5K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 7,103 | $411.7K | 0.25% | +167+2.4% | Added |
| New Hampshire Trust | 7,105 | $411.8K | 0.10% | 00.0% | Unchanged |
| Capula Management Ltd | 7,178 | $416.0K | 0.01% | +7,178 | New |
| DeepCurrents Investment Group LLC | 7,181 | $416.2K | 0.02% | −21,310−74.8% | Reduced |